Job Description
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service.
As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery.
The Role
You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing.
Key Responsibilities
1. Lead, coach, and develop the client services team to ensure proactive, high-quality support
2. Manage work-flow allocation and monitor deadlines across the team
3. Handle complex or high-priority administration tasks personally
4. Oversee all aspects of client service delivery, ensuring advisers are fully prepared
5. Act as the key operational contact between advisers, paraplanners, and support staff
6. Ensure processes meet compliance and quality standards
7. Identify and implement process improvements for greater efficiency
8. (Optional, if qualified): Provide paraplanning support including research and report preparation
Essential Criteria
9. Strong background in financial services administration (pensions, investments, insurance, or wealth management)
10. Proven leadership ability in managing teams and processes
11. High attention to detail with excellent organisational and communication skills
12. Proactive, self-motivated, and solutions-focused
Desirable
13. Level 4 Diploma in Regulated Financial Planning (or working towards it)
14. Experience in paraplanning or technical support
Benefits
15. Competitive salary and benefits
16. Generous holiday allowance
17. Flexible working hours (with core office presence)
18. Funded qualifications and professional development
19. Supportive, ambitious team culture
20. Opportunity to shape client service delivery in a fast-growing firm